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ALLY vs. NU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ALLY and NU is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

ALLY vs. NU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ally Financial Inc. (ALLY) and Nu Holdings Ltd. (NU). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%60.00%NovemberDecember2025FebruaryMarchApril
-23.48%
16.26%
ALLY
NU

Key characteristics

Sharpe Ratio

ALLY:

-0.39

NU:

0.21

Sortino Ratio

ALLY:

-0.29

NU:

0.60

Omega Ratio

ALLY:

0.96

NU:

1.08

Calmar Ratio

ALLY:

-0.37

NU:

0.25

Martin Ratio

ALLY:

-0.92

NU:

0.53

Ulcer Index

ALLY:

15.85%

NU:

18.67%

Daily Std Dev

ALLY:

37.41%

NU:

48.67%

Max Drawdown

ALLY:

-66.24%

NU:

-72.07%

Current Drawdown

ALLY:

-33.50%

NU:

-24.42%

Fundamentals

Market Cap

ALLY:

$10.19B

NU:

$56.62B

EPS

ALLY:

$0.56

NU:

$0.40

PE Ratio

ALLY:

58.79

NU:

30.03

PS Ratio

ALLY:

1.53

NU:

10.27

PB Ratio

ALLY:

0.86

NU:

7.57

Total Revenue (TTM)

ALLY:

$6.70B

NU:

$11.77B

Gross Profit (TTM)

ALLY:

$4.50B

NU:

$5.43B

EBITDA (TTM)

ALLY:

$1.07B

NU:

$3.06B

Returns By Period

In the year-to-date period, ALLY achieves a -7.89% return, which is significantly lower than NU's 15.93% return.


ALLY

YTD

-7.89%

1M

-11.79%

6M

-2.80%

1Y

-13.64%

5Y*

20.62%

10Y*

6.85%

NU

YTD

15.93%

1M

8.30%

6M

-19.61%

1Y

8.69%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

ALLY vs. NU — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALLY
The Risk-Adjusted Performance Rank of ALLY is 2929
Overall Rank
The Sharpe Ratio Rank of ALLY is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of ALLY is 2929
Sortino Ratio Rank
The Omega Ratio Rank of ALLY is 2828
Omega Ratio Rank
The Calmar Ratio Rank of ALLY is 2828
Calmar Ratio Rank
The Martin Ratio Rank of ALLY is 3131
Martin Ratio Rank

NU
The Risk-Adjusted Performance Rank of NU is 5959
Overall Rank
The Sharpe Ratio Rank of NU is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of NU is 5555
Sortino Ratio Rank
The Omega Ratio Rank of NU is 5656
Omega Ratio Rank
The Calmar Ratio Rank of NU is 6464
Calmar Ratio Rank
The Martin Ratio Rank of NU is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ALLY vs. NU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ally Financial Inc. (ALLY) and Nu Holdings Ltd. (NU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for ALLY, currently valued at -0.39, compared to the broader market-2.00-1.000.001.002.003.00
ALLY: -0.39
NU: 0.21
The chart of Sortino ratio for ALLY, currently valued at -0.29, compared to the broader market-6.00-4.00-2.000.002.004.00
ALLY: -0.29
NU: 0.60
The chart of Omega ratio for ALLY, currently valued at 0.96, compared to the broader market0.501.001.502.00
ALLY: 0.96
NU: 1.08
The chart of Calmar ratio for ALLY, currently valued at -0.40, compared to the broader market0.001.002.003.004.005.00
ALLY: -0.40
NU: 0.25
The chart of Martin ratio for ALLY, currently valued at -0.92, compared to the broader market-5.000.005.0010.0015.0020.00
ALLY: -0.92
NU: 0.53

The current ALLY Sharpe Ratio is -0.39, which is lower than the NU Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of ALLY and NU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.39
0.21
ALLY
NU

Dividends

ALLY vs. NU - Dividend Comparison

ALLY's dividend yield for the trailing twelve months is around 3.65%, while NU has not paid dividends to shareholders.


TTM202420232022202120202019201820172016
ALLY
Ally Financial Inc.
3.65%3.33%3.44%4.91%1.85%2.13%2.23%2.47%1.37%0.84%
NU
Nu Holdings Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ALLY vs. NU - Drawdown Comparison

The maximum ALLY drawdown since its inception was -66.24%, smaller than the maximum NU drawdown of -72.07%. Use the drawdown chart below to compare losses from any high point for ALLY and NU. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-29.93%
-24.42%
ALLY
NU

Volatility

ALLY vs. NU - Volatility Comparison

Ally Financial Inc. (ALLY) has a higher volatility of 19.08% compared to Nu Holdings Ltd. (NU) at 17.67%. This indicates that ALLY's price experiences larger fluctuations and is considered to be riskier than NU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
19.08%
17.67%
ALLY
NU

Financials

ALLY vs. NU - Financials Comparison

This section allows you to compare key financial metrics between Ally Financial Inc. and Nu Holdings Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items